Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

N

Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

N

Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

N

A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

N

Electronic filing for a quicker refund.

Let Us Help:

Combating Tipping Culture’s Impact on Tracy Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:taxpath-appointment.youcanbook.me/And beyond that, the moratorium on...
Read More

1099-K Reporting Requirements: Clearing Up Confusion for Tracy Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
Read More

Tracy Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Tracy pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to clear...
Read More

What Rising Mortgage Loan Rates Mean for Tracy Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:taxpath-appointment.youcanbook.me/ If you’ve comfortably waited around at home thinking you...
Read More

How an Identity Protection Pin Can Save Tracy Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Tracy hero, which is why I want to make sure you remember that you can claim up to $300 for any...
Read More

Energy Efficient Home Improvement Kickbacks for Tracy Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
Read More

Check Payment Alternatives to Consider Now, Tracy Friend

Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...
Read More

Could Tax Refunds Be Waiting for You, Tracy Taxpayers?

Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...
Read More

Mohammed Amir Ghani on Insurance Planning for Life’s Big Changes

Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...
Read More

A Restarting Student Loan Debt Repayment Guide for Tracy Borrowers

Man, I love summer. Longer days, time outside in nature, burgers on the grill… scorching hot weather… Okay, so that last part not at all. And the heat continues to turn up across the US and parts of Europe (it was so hot they closed the Acropolis multiple...
Read More

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us